SageGuard Financial Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

SageGuard Financial Group’s Portfolio XLV Stock Details XLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.05M	Sell	19,233 -1,051	-5%	-$156K	0.43%	71
2026 Q1	$2.97M	Buy	20,284 +1,443	+8%	+$223K	0.46%	59
2025 Q4	$2.92M	Buy	+18,841	New	+$2.82M	0.46%	49
2021 Q3	–	Sell	-16,397	Closed	-$2.06M	–	133
2021 Q2	$2.06M	Sell	16,397 -1,764	-10%	-$216K	0.94%	27
2021 Q1	$2.12M	Sell	18,161 -1,935	-10%	-$223K	0.98%	27
2020 Q4	$2.28M	Buy	+20,096	New	+$2.19M	1.1%	21

Other funds holding XLV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SageGuard Financial Group's XLV Position: Q2 2026 in Review

SageGuard Financial Group reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 5.2% in Q2 2026, selling an estimated $156K and leaving 19,233 shares worth $3.05M. The position accounts for 0.43% of the portfolio, ranked #71.

SageGuard Financial Group first reported a position in XLV in Q4 2020 and has held it in 6 quarters since. 1,205 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

SageGuard Financial Group held 19,233 shares of State Street Health Care Select Sector SPDR ETF worth $3.05M as of Q2 2026.
SageGuard Financial Group sold 1,051 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $156K.
State Street Health Care Select Sector SPDR ETF made up 0.43% of SageGuard Financial Group's portfolio in Q2 2026, its #71 holding.
SageGuard Financial Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2020 and has held it in 6 quarters since.
1,205 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.